Asgard Wealth Solutions will improve its new practice and planning tool AdviserNETgain while continuing to phase out its financial planning technology Assirt Software.
The second phase of the AdviserNETgain rollout in April 2007 will include upgrades to the system including improvements to its statement of advice software.
The software aims to integrate an adviser’s front office processes and back office activities by bringing platform software together with planning tools so advisers don’t have to switch between the two.
The software will “revolutionise” the way advisers run their practices and streamline office processes, Asgard CEO Geoff Lloyd said.
The announcement follows Asgard’s recent success in research house Investment Trends’ 2006 Platform Report.
AdviserNETgain won the top spot in the hybrid category.
Investment Trends created the category this year to recognise the performance of online technology that integrated planning software and platform models for financial practices.
